Today
ASX trims gains; DroneShield soars 23pc; NAB, CBA tip Feb rate hike
Shares open stronger; DroneShield rockets on European contract; REA Group drops on Google real estate push; Bruce Mathieson Jnr to lead Star; Qantas gains as airline returns to court. Follow live.
Mining stocks best way to play rate hikes in 2026: Macquarie
With bond pricing now suggesting a one-in-four chance of a rate hike in Australia from as early as February, the investment bank is even more optimistic about materials.
DroneShield soars; Bondi’s hero cop; Star CEO quits
Read everything that’s happened in the news so far today.
Yesterday
ASX down as miners post heavy falls; DroneShield soars 10pc
Bourse ends down on broad falls; BHP and Rio Tinto slide on iron ore, copper prices; DroneShield ends market leader; Fortescue to buy Alta Copper; ASIC says ASX to be overhauled. Follow live.
Sell-off in AI stocks erases months of gains for top tech funds
Hyperion, Loftus Peak and Munro Partners are nursing heavy losses following a brutal sell-off that intensified last week.
Totus and Sage join hedge fund resurgence after market sell-off
The Sydney-based firms are among a growing list of short sellers including Bronte and L1 to enjoy a strong November as investors dumped the crowded trades.
Bondi toll rises; ‘Blood on Australia’s hands’; ASIC resets ASX
Read everything that’s happened in the news so far today.
ASX crisis is 20 years in the making. Its response is tone deaf
There is something extraordinarily jarring about the market operator’s response to the damning interim report from the corporate watchdog’s inquiry.
This Month
ASX to drop, US non-farm payrolls eyed as Fed, RBA rate paths diverge
Eyes will be on the latest US jobs data, and locally attention will be focused on the federal government’s Mid-Year Economic and Fiscal Outlook.
Jocks, nerds and rock stars: The best of this year’s Monday Fundie
It was another brutal year as investors navigated the chaos of US President Donald Trump, the ever inflating artificial intelligence bubble, gold’s remarkable run and some blue chip blow ups.
One fundie got the stock rally wrong. He still nabbed a 79pc gain
For hedge fund managers, it was a year of bets on tech, AI and data centres but there was still plenty of money to be made in just three types of stocks.
ASX lifts 0.7pc for week; BMC soars 25pc on debut
Best day for the ASX in three weeks; BMC Minerals rockets on debut; Newmont, gold miners rally; Shayne Elliott takes ANZ to court; Chronican re-elected as NAB chairman Follow live.
The lucky country is quickly becoming the lazy land, and we will pay
We will get own version of Donald Trump one day, whether we like it or not. And for good or ill, the pendulum will swing back savagely in the other direction.
Mining funds declare new ‘commodity boom’ as returns explode
Some funds have doubled investors’ money over the past year amid a surge in precious metal and copper prices, which is even boosting industry laggards.
ASX leaps; Reddit challenges ban; 9 inequality fixes from CEOs
Read everything that’s happened in the news so far today.
HM1 charity fund cuts Corporate Travel stake to zero
The high-profile Hearts & Minds fund writes down a stock position to zero for the second time this year as it cut its losses on Corporate Travel Management.
ASX miners buoyed by Fed cut; tech, bitcoin drop
Shares climb as the Fed flag easing in 2026; gold rallies; Oracle hits tech, bitcoin; HM1 writes down Corporate Travel; Solomon Lew joins Myer board; Follow live.
Financial markets are becoming one big gamble
The big end of town is struggling to make reliable predictions. Retail brokers are turning that into a massive, and worrying, money spinner.
Prime Value is backing this IPO to ride the energy transition
Prime Value Asset Management’s Mike Younger talks IPO, recent changes to the portfolio and names on stock that is tipped to go on a tear.
Employment falls; Lew to join Myer; Fed cut may sting Trump
Read everything that’s happened in the news so far today.
Fed cut should cement Santa rally. But beware sting in tail for Trump
The bullish narrative for markets is intact: the US central bank is cutting, and the president will run the economy hot. But voters are angry about inflation.
The world’s biggest investors are split on who wins from AI spendathon
Vanguard and BlackRock manage some $54 billion but have diverging views about whether it will be the big tech companies or others who will see outsize returns.
Top female fund managers share their stock picks
Future Generation Women fund managers from Minotaur, First Sentier and ECP share their top picks, ranging from technology companies to European banks.
ECP’s ‘forensic research’ somehow missed Corporate Travel
The family fund manager will be hoping the history of the troubled ASX-listed company misses its contribution.
ASX ends lower; DroneShield soars 16pc, gold miners rally
Bourse slips as investors await US FOMC call; investors pile back into DroneShield; UBS says rate hike by 2Q; Ramelius plans $250m buyback; St Barabara strikes deal with China group. Follow live.